Metal10h
Macro Risk-Averse Sentiment Suppresses Further Rise in Copper Prices, Frequent Fluctuations in Overseas Market During the Week [SMM Analysis]
SMM Analysis] This week, on the macro front, US January retail sales data fell short of expectations, and news of Trump proposing an expansion of tariff scope sparked market concerns over a trade war, ...
Metal10h
NEV Production and Sales Growth in January 2025: Impact on the Rare Earth Industry [SMM Analysis]
[SMM Analysis: Impact of January 2025 NEV Production and Sales Growth on the Rare Earth Industry] Recently, data released by CAAM showed that in January 2025, China's NEV production and sales reached ...
Metal14h
Restocking Demand of Wire and Cable Enterprises Increases, Social Inventory of Secondary Copper Rods Declines [SMM Analysis]
Restocking Demand from Wire and Cable Enterprises Increases, Secondary Copper Rod Social Inventories Decline] This week, secondary copper rod social inventories in various regions showed varying ...
Metal12h
Brief Analysis of High-Purity Aluminum Standards and the Electrode Foil Industry Chain [SMM Analysis]
Against the backdrop of the rapid development of global high-tech industries, the importance of high-purity aluminum as a key foundational material is increasingly prominent. This article focuses on ...
Metal13h
Titanium Dioxide Prices Remain Firm; Second Wave of Titanium Dioxide Price Increases [SMM Analysis]
This week, the titanium dioxide market continued the pre-holiday upward trend, with over 20 companies having issued price increase notices. Currently, the price of sulphate-process rutile titanium ...
Metal13h
Anti-Dumping Investigation Ruling Released: How Do Aluminum Foil Producers Respond? [SMM Analysis]
Recently, the Internal Market Protection Department of the Eurasian Economic Commission announced the final ruling on the anti-dumping investigation of Chinese aluminum foil. It determined that the ...
Metal20h
Aluminum Prices Boosted by Macro Factors, but Aluminum Rod Market Remains Sluggish [SMM Analysis]
On Friday, SMM A00 spot aluminum prices were reported at 20,820 yuan/mt, up 220 yuan/mt WoW. This week, macro sentiment remained positive. The uncertainty surrounding overseas tariffs, combined with ...
Metal2d
Zinc Smelters Are Expected to Turn "Profitable": What About Future Processing Fees? [SMM Analysis]
What About Future Processing Fees?] As of February 21, domestic zinc concentrate TCs rose to 2,750 yuan/mt (metal content), ...
Metal2d
Copper Cathodes Export Window Rapidly Open： How Does the Environment Differ from 2024?
The import margin for copper cathodes has rapidly deteriorated. By February 21, the import loss for the SHFE CU2503 contract ...
Metal1d
Raw Material Prices Remain High, Profit Margins Compressed; Stainless Steel Costs and Profits Continue to Wrestle [SMM Analysis]
High Raw Material Prices Compress Profits, Stainless Steel Costs and Profits Continue to Compete] This week, the stainless steel market saw increased activity, with electronic trading showing steady ...
Metal2d
US Dollar Index Weakened Significantly, Copper Prices Rose Slightly Overnight [SMM Copper Morning Meeting Summary]
US Dollar Index Weakened Significantly, Copper Prices Rose Slightly Overnight] On February 20, #1 copper cathode spot prices ...
Metal2d
Tongwei Co., Ltd. Constructs New "Granular Silicon" Production Project; The Company Describes It as an Independent Technological Pathway
Tongwei Co., Ltd. (600438.SH) has launched a "granular polysilicon" production project. According to the environmental impact assessment disclosure by Yongxiang New Energy Co., a subsidiary of Tongwei ...